Create an Excel Sales Dashboard With Claude (One Prompt)

With one detailed prompt, Claude can build a complete sales dashboard inside Excel: a helper column, five PivotTables, five formatted charts and a slicer, laid out on one screen. Here is the exact prompt I used, the sample data to try it on, and why the prompt is written the way it is. ToolClaude in … Read more

Slicers in Excel: Filter Tables and PivotTables With Buttons

A slicer is a panel of buttons that filters an Excel Table or PivotTable with one click, and always shows what's filtered. One slicer can also control several PivotTables at once, which makes simple dashboards easy. Excel TableTable Design → Insert Slicer PivotTablePivotTable Analyze → Insert Slicer Multi-selectCtrl + click Add a slicer to an … Read more

Apply a Formula to an Entire Column in Excel (5 Ways)

To put the same formula down a whole column, double-click the fill handle, use Ctrl + Enter, let a dynamic array spill, or turn the data into an Excel Table so new rows get the formula automatically. FastestDouble-click the fill handle Automatic for new rowsExcel Table Works inAll versions (dynamic arrays: 365 and 2021+) 1. … Read more

Count Each Item in a List in Excel (4 Ways)

To see how many times each item appears, use UNIQUE and COUNTIF in Excel 365, GROUPBY for a sorted summary, a PivotTable, or Power Query’s Group By. All four update when the list changes. Excel 365UNIQUE + COUNTIF, or GROUPBY Any versionPivotTable RefreshablePower Query Group By The list The list is an Excel Table named … Read more